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20130104
20130112
Search Results 0 to 9 of about 10 (some duplicates have been removed)
depot and frank blake, the management here has been taking share aggressively and i bet the post-sandy rebuild will be terrific for business. i see another fantastic year for the home despot. disney with remarkably resilient espn numbers. i think the stock can go up 10% from here easily. it's already started to recover, meaningfully from the so-called disappointing quarter. that fourth quarter rally in the financials gave new life to jpmorgan, american express, travelers the insurance company up 21%. i don't know if these can maintain that pace. i'm not as bullish. jpmorgan seems to fail at these prices. fail the stock, not the company. the company is doing fine. unless they are allowed to return to shareholders, my hope, i fear the company won't be able to repeat the performance. american express seems tapped out, prefer mastercard, visa and travellers is a fabulously run company. it's not one you expected expect to go up 21% over 21%. how about general electric? it advanced 17% despite downbeat chatter, analysts being too downbeat if you ask me. and an oil and gas kicker could be reb
of the money makes its way into the pockets from the sandy relief. >> boy, so do i. my charitable trust is contributing. i agree with you. >> caller: we could use it in the pockets. two questions regarding adt. they went public in october. i got them at 36. now they went up to about 46 now. >> yes. nice. nice work. >> caller: thank you. i'm wondering, what is the actual difference? what i'm not sure of what's the difference between adt and i thought they split from tyco. i'm not sure what the difference is between the two. >> okay. you know, what i want to do is this. i have been wanting to analyze those. look, i think electronics security for adt. that's how you view that company. let me do a piece about what the parts are worth. i have been wanting to do it for a while. i will do it for you next week. steve in california. >> caller: boo-yah, jim, from sunny, warm mora bay, california. >> i could get over this cold, cough thing i have going but i would infect your family to be candid. what's up? >> caller: first, thank you for all you do. >> thank you! >> caller: i heard news corps wil
talking about deals. and sandy cutler's eden whether he purchased cooper industries. they generated huge gains for the acquirers. and highly unusual, that will continue to do so as earnings get reported. believe me, a mania when ceos said that they need to send the acquire up. remember to recall the tremendous breakups of 2012. and you remember abbott, marathon, conoco kraft. mondolese, international snack spinoff from kraft. a fast growing way to play emerging markets. these are all brought instant valuation hikes, companies that sit and wait for things to get better generally miss the best opportunities. what does mae west say? he who hesitates last. the only way for a company to get instant growth in a slow growth world is to buy another company and the only way to bring out value is to give the market the parts that it wants. these themes, banking, autos, housing, insurance, aerospace, china, energy, mobile technology, the government made me do it, and don't just stand there, do something group, and don't go hog wild while the bull roars, the bull and the bear, growls, meant to be a
sandy. lots of people in the northeast need to make major repairs to their houses. i am a huge fan of home depot, as you know. since the show started, i am. i think it goes higher this year. even as it's trading at 18 times next year's earnings, right below its peak historical multiple of nineteen times earnings. the company is up against difficult comparisons. it did so well this time last year that the bar was set very high. that could make it harder to top. the big competitor, lowe's, seems to be -- although we got a back low today. and the street isn't convinced that lowe's is going to take them on. you know, look, home depot's run a lot. the difference between bank of america and home depot is simple. home depot is what i call a straight-a student. if it keeps getting as, this is good student. bank of america, it was a c-minus student that's becoming a b student. and that kind of improvement is the kind that we cheer for. the kind that the market tends to reward with a much higher share price. here's the bottom line -- looking at the two best performers in the dow jones confer
business too. u.s. chip is one of my favorites. don't forget sandy is going to be great. ag market is on fire, boardwalk partners, someone downgraded that today, really good yield. and facebook, i told you, when zuckerberg came on the conference and said we screwed up mobile, that was a chance to buy and i'm sticking with that stock and now i'm going to the bakken boo-yah, chris in north dakota, chris? >> caller: big boo-yah, love the show. >> well, i love where you're from, man. your oil production was up more than 50% year-over-year in north dakota. >> caller: hey, let's hope we can keep that going. >> i know you can, bisons, go ahead. >> caller: well, i've got five stocks here. first off, home street. hmst. >> okay. >> caller: next is goldman sachs, gs. >> okay. >> caller: ford, "f," cisco, co, and eaton, etn. >> we've done eaton, that's a manufacturer. goldman slacks, just a fantastic financial, it's really coming back. i think the stock goes to 180, not kidding. ford, looks like it's a keystone for a lot of portfolios, you know i'm a believer, cisco, technology, and here's the
Search Results 0 to 9 of about 10 (some duplicates have been removed)

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